EXE Capital Management is growing its business from the ground up with Marloo as its AI partner

Bertie Scott-Hopkins is a Chartered Financial Planner and Co-Director of EXE Capital Management, a Cotswolds-based private investment firm launched 18 months ago. It's building a high-touch service working with high net worth individuals that's focused on fewer clients and greater service – and Marloo is central to its vision to be an advisory firm of the future.

Unlike established firms burdened with legacy systems and outdated processes, EXE Capital Management has started with a clean slate and that gives it a rare advantage.

"We've been looking at how we can integrate AI into our business. As a newer firm we're building our systems from scratch. When the Marloo team asked us 'How would you like this to be built so it works for you?' – That's what attracted me to Marloo."

Starting fresh means EXE Capital can design its entire operation around cutting-edge technology like Marloo, rather than retrofitting it into existing workflows.

"Every industry system we've ever worked with has already been built and then they come and ask for feedback. So you go, 'No, this is awful.' Whereas Marloo is going, 'we've got a base – now let's build the product with all the advice you can give us.' They've done it the right way."

EXE Capital Management prides itself on delivering the personalised service that high-net-worth individuals demand. But as it grows, scaling that intimacy comes with unique challenges.

This is where Marloo becomes essential to EXE Capital's Management's growth strategy, by taking care of the admin so its advisers can focus entirely on their clients.

"From a back office perspective, Marloo will help me document meetings, transcripts and do voice notes after the meeting. It summarises my meetings very cleverly and then I document that in our CRM system. That way I can make sure everything we've said and done with clients is easily accessible and in shipshape."